BRN Discussion Ongoing

S

Straw

Guest
I tried to look for the selling prices of VVDN edge AI box using AMD Xilinx, Qualcomm QCS610 and Nvidia Xavier but cannot find the unit price anywhere. Anybody has any idea where to look? I thought they are already available for sale..
From the media release:
'The Edge box will be available for presale from BrainChip and VVDN later this year.'
 
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S

Straw

Guest
I tried to look for the selling prices of VVDN edge AI box using AMD Xilinx, Qualcomm QCS610 and Nvidia Xavier but cannot find the unit price anywhere. Anybody has any idea where to look? I thought they are already available for sale..
Can I ask respectfully why you thought they were already available for sale?
 
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Can I ask respectfully why you thought they were already available for sale?
I think someone here mentioned it was already for sale and a few just ran with that.🤯
 
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Let's enjoy the weekend and start praying from Monday on that they'll release the second gen in time.
Obviously, it won't have any effect on the share price in the short term, but I remain faithful, when released, that the tech is too good to fail.
Input from these companies listed online in the development process will be the main driver from having a product superior in a theoretical point of view into an actual superior product for real life applications.
Have a good weekend, guys and gals.
 
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BaconLover

Founding Member
Available later this year View attachment 45238
I assume KKFoo is talking about the other edge boxes (AMD Xilinx, Qualcomm QCS610 and Nvidia Xavier) that is already (?) for sale via VVDN?

I was just talking about this to another shareholder. If we know what prices these are going for, and how many VVDN is selling per year then we have a ballpark figure of what to expect?

It's a good question, I checked VVDN s website yesterday and some of their partners too, but apart from accounting numbers, no actual sales figures that I could see.
 
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Can I ask respectfully why you thought they were already available for sale?

VVDN already have Nvidia Jetson AI boxes available:

and this is the closest I could find for something showing a price.....
 
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Diogenese

Top 20
It is speculative. The speculation is derisked by all the things you have listed above but its speculative non the less. Will be until we see some commercial traction front and centre rather than behind closed doors. I believe (or speculate) this will happen.
Hi SiD,

I usually try to avoid semantic discussions, but I think this is an important discussion to have.

The term you used was "highly speculative". You've now tactically withdrawn to the more defensible "speculative" position.

Certainly dot-joining is speculation, but we have substantial links as well.

The technology is proven, so it is not speculative, so I guess the speculation is about whether there is a market which BRN can exploit profitably.

We have take-off orders from Renesas, MegaChips and VVDN. All that is speculative here is the tons of production and price per kg of Akida.

We know that Akida 1 blew the socks of a number of EAPs (Mercedes, Prophesee, nViso, ...), and that we have a sweet spot for lidar (Valeo). Whether or not they bite is, to different degrees, speculative, but is there anything better on the horizon?

We know that some EAPs have postponed final assessment, not because Akida 1 was a dud, but because Akida 2 with TeNNs and ViT is remarkably better. If Akida 1 had not passed muster or been shown to be hot air, would they have wasted their time assessing Akida 2? (Rhetorical rather than speculation).

We also know that for some potential applications some customers have found that existing solutions are "good enuf" for present purposes. In time, some of them may come to recognize what additional benefits Akida opens up for them (Small "s" speculation).

As to financial attractiveness, we have seen the Nvidia/Akida price/performance comparison. Nvidia may win a few on brand recognition, but ...

... and let's not forget that the lead time can be up to 4 years before a product hits the market .

I do not classify BRN as speculative, much less highly speculative, so I guess my speculatometer has a higher threshold than yours.

I'm sure we can agree to disagree at the $2 party early next year.
 
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Mccabe84

Regular
Surely they wouldn’t put that much into marketing 2.0 if none of these companies weren’t going to use it and it was a flop. My only concern/doubt is why the former head of WW sales left.. I think 2.0 will be announced on Friday to cover another bad 4C.
 
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GazDix

Regular
I'll just put this here:

and this from page 7 of the above keeping in mind this is after the GFC in 2008:

Edit: the quote relates to suggested changes to the reporting system just so it's not too out of context. Suggest reading the whole thing.

"Collecting real-time data on short selling transactions will be important for market regulators (ASIC)
and supervisors (ASX) in tracing covered short selling activity. ASX would be in a position to publish
an aggregation of such data by the next trading day. ASX is aware that some fund managers have
questioned whether even aggregated data that does not reveal the identity of a broker’s clients may, if
published with little time lag, provide commercially sensitive information on trading strategies that other
market users may exploit."

Lmao, they are worried about being exploited....good one. A 4 day lag on allowing anyone to see what you're doing is NOT an open and transparent market where everyone else is reported in real time.

So.....a commercially sensitive scam?? still supported by the ASX and its subsidiary entity?? (after 15 years)
Exactly.

4 day lag doesn't help us simple retail, although I believe there are ways to get the data for a fee.

This is also why ASIC somehow buggered up helping the ASX going blockchain. 260 million dollar whoopsie. Why? Blockchain is real time that can be viewed by anyone and is therefore transparent.
Crooks wanting and keeping crook intentions, simple.

 
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TECH

Regular
No wonder the company doesn't reply to your email/s as much anymore, making false statements about what someone said or that you assumed that they implied, trying to belittle people if they don't always go along with your rhetoric, resorting to nasty name calling really exposes the inner personality that only close family members would have witnessed on a daily basis.

Not all posters have fallen under your self-righteous, opinionated, my way or the highway views approach.

$2.75 by end of 2022 or by end of 2023...I've forgotten as we sit at 0.19c.

Not everyone on this forum is that gullible.

A few comments shared by an anonymous poster on a public forum....if the cap fits, well then, wear it.

Footnote: The company staff are all extremely busy, positive and upbeat about the direction we are ALL heading in, AKD 2.0 is still on
schedule or more to the point, news as I stated would more than likely appear in the last few (business) days of September.

Tony can only pass on information that the company has approved, nothing is or should be his personal opinion on the current state of affairs,
he is a loyal servant to us all, please be respectful when emailing him or phoning.

Siemens Healthcare is worth digging into, for the great detectives out there in my opinion.

God bless.....Tech 😇
 
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I assume KKFoo is talking about the other edge boxes (AMD Xilinx, Qualcomm QCS610 and Nvidia Xavier) that is already (?) for sale via VVDN?

I was just talking about this to another shareholder. If we know what prices these are going for, and how many VVDN is selling per year then we have a ballpark figure of what to expect?

It's a good question, I checked VVDN s website yesterday and some of their partners too, but apart from accounting numbers, no actual sales figures that I could see.
I think you're right mate. Was just skimming posts as I was celebrating and was overcome with euphoric feelings of pleasure with how Brainchip has been outperforming my obviously meager expectations of how this investment vehicle was going to travel the highways and country scenic roads to the path of enlightenment.
Apologies @KKFoo for missing the meat of your post, that grinds my gears when that happens.
 
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Diogenese

Top 20

Cisco to buy cybersecurity firm Splunk for $28 billion​

By Milana Vinn, Yuvraj Malik and Aditya Soni
September 22, 20234:03 AM GMT+10Updated 14 hours ago

https://www.reuters.com/markets/deals/cisco-acquire-splunk-28-billion-2023-09-21/

Sept 21 (Reuters) - Cisco Systems (CSCO.O) on Thursday agreed to buy cybersecurity firm Splunk (SPLK.O) for about $28 billion in its biggest-ever deal to strengthen its software business and capitalize on the boom in artificial intelligence.

The deal, which is the biggest technology transaction of the year, will help reduce Cisco's reliance on its massive networking equipment business, which has suffered in recent years from supply chain issues and a post-pandemic slowdown in demand.

"The thing that gives you conviction is we are bringing together two companies around security and observability, which are two of the most important areas for our customers and areas where they are unlikely to cut spending in - just because of the criticality of these threats," Cisco CEO Chuck Robbins told Reuters in an interview.

Under Robbins, Cisco has over the years attempted to reduce its traditional reliance on hardware and doubled down on its bets in software and services through deals
.


Cybersecurity is a small, but essential part of BRN business.

Splunk is a software company, think BrainChip Studio, 2017 (about s/w not cybersecurity).

BrainChip is as busy as the little Dutch boy trying to plug 11 holes in the marketing dyke.
 
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No wonder the company doesn't reply to your email/s as much anymore, making false statements about what someone said or that you assumed that they implied, trying to belittle people if they don't always go along with your rhetoric, resorting to nasty name calling really exposes the inner personality that only close family members would have witnessed on a daily basis.

Not all posters have fallen under your self-righteous, opinionated, my way or the highway views approach.

$2.75 by end of 2022 or by end of 2023...I've forgotten as we sit at 0.19c.

Not everyone on this forum is that gullible.

A few comments shared by an anonymous poster on a public forum....if the cap fits, well then, wear it.

Footnote: The company staff are all extremely busy, positive and upbeat about the direction we are ALL heading in, AKD 2.0 is still on
schedule or more to the point, news as I stated would more than likely appear in the last few (business) days of September.

Tony can only pass on information that the company has approved, nothing is or should be his personal opinion on the current state of affairs,
he is a loyal servant to us all, please be respectful when emailing him or phoning.

Siemens Healthcare is worth digging into, for the great detectives out there in my opinion.

God bless.....Tech 😇
Honestly @TECH
At least name the person you are calling out which is blatantly obvious - FF. It's getting so damn catty in here lately.

Your posts always read like one written by a Brainchip employee. I've summised over the years that you either have a really good relationship (or severely overblown what your relationship is actually like) with Peter / Anil / other staff members in the know. See below -

'No wonder the company doesn't reply to your email/s as much anymore' - how could you know this about FF?
'news as I stated would more than likely appear in the last few (business) days of September' - The Half Yearly report was quite deceptive: "several active customers elected to defer their evaluation of BrainChip’s technology until after the expected release of Akida 2.0 in August 2023" so I don't know how you could have had better knowledge it would appear in the last few days of September?
'Tony...is a loyal servant to us all'
- Tony works for the company, not for us. He has been evasive, blunt and lackluster in SOME attempts at communication with myself and others who have posted emails here in the past. At least get someone in the Investor Relations position who has some good basic customer service skills, especially seeing he is meant to be a loyal servant to us all.
 
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Far out... new low... I don't think we've been this low for years... of course asx doesn't issue speeding ticket when we free fall...
The good news is that the insto’s needing to sell down BRN stock this week (BRN leaving asx200) are slowing dramatically.

Other insto’s happy to buy asx300 stock could see this selling slow more today and started to show their hand and bought some obvious large chunks today (millions at a time). They know BRN is heavily oversold now.

Have a look at this 5 day chart and obvious tapering off of the bulk selling - I added the red line to show the decreasing selling. The buy side was strong today which was nice to see a hopefully the turn back up next week.

IMG_3853.jpeg
 
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equanimous

Norse clairvoyant shapeshifter goddess
BrainChip is like the little Dutch boy trying to plug 11 holes in the marketing dyke.
Hi Dio, I get everything you said except for this phrase?
 
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Mccabe84

Regular
The good news is that the insto’s needing to sell down BRN stock this week (BRN leaving asx200) are slowing dramatically.

Other insto’s happy to buy asx300 stock could see this selling slow more today and started to show their hand and bought some obvious large chunks today (millions at a time). They know BRN is heavily oversold now.

Have a look at this 5 day chart and obvious tapering off of the bulk selling - I added the red line to show the decreasing selling. The buy side was strong today which was nice to see a hopefully the turn back up next week.

View attachment 45251
Will be interesting to see the top 20 next Friday, I wonder if Citicorp is still accumulating at the number 1 spot ( by memory you think they’re number 1)
 
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wilzy123

Founding Member
I think someone here mentioned it was already for sale and a few just ran with that.🤯

I think everybody knows not to hold their breath when someone announces something here, like your departure from this forum for the second time (lol).
 
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KKFoo

Regular
 
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Diogenese

Top 20
Hi Dio, I get everything you said except for this phrase?
I'm not sure I can explain on a family show.
 
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